Joseph Group Capital Management Increases Stock Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Posted by Tammy Falkenburg on Mar 30th, 2025

Joseph Group Capital Management increased its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 211.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 92,451 shares of the company’s stock after acquiring an additional 62,725 shares during the quarter. Joseph Group Capital Management’s holdings in Schwab U.S. Large-Cap Value ETF were worth $2,410,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors also recently bought and sold shares of the business. Hollencrest Capital Management boosted its holdings in Schwab U.S. Large-Cap Value ETF by 200.0% in the fourth quarter. Hollencrest Capital Management now owns 996 shares of the company’s stock worth $26,000 after acquiring an additional 664 shares in the last quarter. First PREMIER Bank boosted its stake in Schwab U.S. Large-Cap Value ETF by 200.0% in the 4th quarter. First PREMIER Bank now owns 1,035 shares of the company’s stock worth $27,000 after purchasing an additional 690 shares in the last quarter. Jackson Hole Capital Partners LLC grew its position in Schwab U.S. Large-Cap Value ETF by 200.0% during the 4th quarter. Jackson Hole Capital Partners LLC now owns 1,170 shares of the company’s stock valued at $31,000 after purchasing an additional 780 shares during the last quarter. Tidemark LLC increased its stake in Schwab U.S. Large-Cap Value ETF by 200.0% during the 4th quarter. Tidemark LLC now owns 1,200 shares of the company’s stock valued at $31,000 after purchasing an additional 800 shares in the last quarter. Finally, Olistico Wealth LLC raised its holdings in Schwab U.S. Large-Cap Value ETF by 200.0% in the fourth quarter. Olistico Wealth LLC now owns 1,236 shares of the company’s stock worth $32,000 after buying an additional 824 shares during the last quarter.

Schwab U.S. Large-Cap Value ETF Stock Performance

SCHV stock opened at $26.32 on Friday. The company has a market cap of $11.86 billion, a price-to-earnings ratio of 19.30 and a beta of 0.95. The business’s 50-day moving average is $26.99 and its two-hundred day moving average is $26.88. Schwab U.S. Large-Cap Value ETF has a fifty-two week low of $23.84 and a fifty-two week high of $28.19.

Schwab U.S. Large-Cap Value ETF Cuts Dividend

The firm also recently disclosed a dividend, which will be paid on Monday, March 31st. Stockholders of record on Wednesday, March 26th will be paid a $0.1412 dividend. The ex-dividend date is Wednesday, March 26th.

Schwab U.S. Large-Cap Value ETF Profile

(Free Report)

Schwab U.S. Large-Cap Value ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market Index (the Index). The Fund’s index includes the large-cap value portion of the Dow Jones U.S. Total Stock Market Index available to investors in the marketplace. The Dow Jones U.S.